Position in ACGL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,166,266
+$436,504 QoQ
Shares Held
115,045
+2.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 900 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,657,932,269 across 8 Insurance - Diversified names. ACGL ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,847,604 | $1,588,052,780 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
139,916 | $18,541,668 | |
| 3 | AIG |
American International Group, Inc.
|
226,161 | $16,855,779 | |
| 4 | ACGL |
Arch Capital Group Ltd.
This page
|
115,045 | $11,166,266 | |
| 5 | SLF |
Sun Life Financial Inc
|
119,029 | $9,334,253 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
320,661 | $7,808,095 | |
| 7 | AEG |
Aegon Ltd.
|
685,666 | $5,787,021 | |
| 8 | XZO |
Exzeo Group, Inc.
|
22,905 | $386,407 |
All Filings in ACGL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,166,266 | 115,045 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,729,762 | 111,780 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,555,132 | 110,041 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,674,798 | 62,546 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,569,799 | 50,190 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,624,735 | 37,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,749,132 | 40,597 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,245,845 | 37,950 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,655,240 | 36,230 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,926,557 | 31,659 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,411,946 | 19,011 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,299,511 | 16,303 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,090,115 | 14,564 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $828,081 | 12,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $604,885 | 9,635 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $239,540 | 5,260 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $303,736 | 6,677 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $246,360 | 5,088 | Shares | Sole | 2022-05-16 | |
| 2020-03-31 | $439,223 | 15,433 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||